Pin Oak Investment Advisors Inc Reduced Holdings in Q1 2025

Pin Oak Investment Advisors Inc

  • $131 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KRP
Kimbell Royalty Partners, LP

Energy
-2.77K
- 0.45%
$13.35 - $16.45 $36.9K - $45.5K
608K $8.62M
NOG
Northern Oil & Gas, Inc.

Energy
-407
- 0.36%
$26.89 - $42.07 $10.9K - $17.1K
112K $3.33M
Txo Partners LP
-8.12K
- 2.78%
N/A
284K $5.27M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-30.1K
- 24.68%
$5.87 - $6.26 $176K - $188K
91.7K $536K
DVN
Devon Energy Corp

Energy
-1.17K
- 7.66%
$33.15 - $38.55 $38.9K - $45.2K
14.1K $403K
SPY
Spdr S&P 500 ETF Trust

ETFs
-137
- 3.19%
$551.42 - $612.93 $75.5K - $84K
4.16K $2.28M
PFE
Pfizer Inc

Healthcare
-1.7K
- 5.88%
$25.01 - $27.13 $42.6K - $46.2K
27.3K $691K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-9.42K
- 15.81%
$10.47 - $10.92 $98.6K - $103K
50.2K $531K
Seaport Entertainment Group
-5.02K
- 96.99%
N/A
156 $3K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-9.23K
- 14.06%
$9.83 - $10.34 $90.7K - $95.4K
56.4K $560K
Siriusxm Hldgs Inc
-1.41K
- 3.96%
N/A
34.1K $743K
WPC
W. P. Carey Inc.

Real Estate
-1.5K
- 71.43%
$53.5 - $65.05 $80.3K - $97.6K
600 $38K
XLV
Select Sector Spdr Fund Health

ETFs
-501
- 72.19%
$137.61 - $149.68 $68.9K - $75K
193 $28K
NOW
Service Now, Inc.

Technology
-26
- 14.86%
$783.83 - $1170.39 $20.4K - $30.4K
149 $89K
VEA
Vanguard Ftse Developed Market

ETFs
-787
- 11.34%
$47.4 - $52.99 $37.3K - $41.7K
6.15K $316K
CIF
Mfs Intermediate High Income Fund

Financial Services
-21.7K
- 21.36%
$1.68 - $1.75 $36.5K - $38K
79.9K $137K
DSL
Double Line Income Solutions Fund

Financial Services
-1.3K
- 3.0%
$12.53 - $12.88 $16.3K - $16.7K
42.1K $527K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-198
- 17.84%
$102.49 - $119.96 $20.3K - $23.8K
912 $95K
Six Flags Entmt Corp
-170
- 2.84%
N/A
5.81K $207K
KHC
Kraft Heinz CO

Consumer Defensive
-760
- 75.62%
$28.51 - $32.22 $21.7K - $24.5K
245 $7K
PEP
Pepsico Inc

Consumer Defensive
-20
- 1.76%
$142.64 - $156.42 $2.85K - $3.13K
1.12K $167K
IT
Gartner Inc

Technology
-33
- 22.15%
$418.25 - $548.38 $13.8K - $18.1K
116 $49K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-24
- 6.14%
$165.25 - $224.62 $3.97K - $5.39K
367 $44K
PPT
Putnam Premier Income Trust

Financial Services
-2.6K
- 2.45%
$3.54 - $3.65 $9.2K - $9.49K
103K $372K
XLE
Energy Sector Spdr

ETFs
-119
- 6.26%
$85.7 - $93.96 $10.2K - $11.2K
1.78K $145K
CMCSA
Comcast Corp

Communication Services
-198
- 14.47%
$33.19 - $38.23 $6.57K - $7.57K
1.17K $43K
QCOM
Qualcomm Inc

Technology
-14
- 1.95%
$151.94 - $175.86 $2.13K - $2.46K
704 $108K
ECL
Ecolab Inc.

Basic Materials
-35
- 23.18%
$229.72 - $269.82 $8.04K - $9.44K
116 $29K
VXF
Vanguard Extended Market ETF

ETFs
-51
- 51.52%
$170.36 - $201.04 $8.69K - $10.3K
48 $8K
GS
Goldman Sachs Group Inc

Financial Services
-9
- 1.09%
$524.81 - $672.19 $4.72K - $6.05K
813 $398K
TJX
Tjx Companies Inc

Consumer Cyclical
-80
- 32.26%
$112.81 - $126.16 $9.02K - $10.1K
168 $20K
WMB
Williams Companies, Inc.

Energy
-500
- 32.3%
$54.02 - $61.09 $27K - $30.5K
1.05K $62K
IVW
Ishares S&P 500 Growth ETF

ETFs
-25
- 3.02%
$92.45 - $106.69 $2.31K - $2.67K
804 $71K
Ge Healthcare Technologi
-11
- 4.85%
N/A
216 $14K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-30
- 30.0%
$128.74 - $138.67 $3.86K - $4.16K
70 $8K
IVE
Ishares S&P 500 Value ETF

ETFs
-15
- 21.43%
$185.78 - $198.58 $2.79K - $2.98K
55 $8K
MFC
Manulife Financial Corp

Financial Services
-166
- 14.51%
$28.41 - $31.82 $4.72K - $5.28K
978 $30K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-391
- 92.22%
$9.19 - $12.93 $3.59K - $5.06K
33 $0
Linde PLC F
-5
- 13.89%
N/A
31 $14K
Solventum Corp
-15
- 37.5%
N/A
25 $2K
MO
Altria Group, Inc.

Consumer Defensive
-116
- 4.87%
$50.81 - $60.02 $5.89K - $6.96K
2.27K $132K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-802
- 3.52%
$11.96 - $13.56 $9.59K - $10.9K
22K $261K
AMZN
Amazon Com Inc

Consumer Cyclical
-350
- 6.68%
$190.26 - $242.06 $66.6K - $84.7K
4.89K $988K
Ge Vernova Inc
-8
- 1.53%
N/A
514 $146K
KMI
Kinder Morgan, Inc.

Energy
-199
- 3.59%
$26.1 - $31.22 $5.19K - $6.21K
5.34K $146K
ABT
Abbott Laboratories

Healthcare
-62
- 1.93%
$111.1 - $140.22 $6.89K - $8.69K
3.16K $413K
MSPRW
Msp Recovery, Inc.

Healthcare
-1.38M
- 2.35%
N/A
57.3M $182K
Liberty Live Group
-304
- 4.29%
N/A
6.78K $425K
EOG
Eog Resources Inc

Energy
-150
- 0.64%
$120.54 - $138.05 $18.1K - $20.7K
23.2K $2.93M
Activity Summary
Buys All Purchases 91 New Holdings 14 Increased Positions 77 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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